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Private Client Advisor for Wealth & Wellness

Keybank, National Association

A financial services provider is seeking a Private Client Banker in Fairport, NY. This role focuses on building strong client relationships and providing tailored financial advice to clients with investable assets up to $2M. The ideal candidate will possess a strong sales background, excellent interpersonal skills, and a commitment to client financial wellness. Responsibilities include assessing client needs, documenting interactions, and ensuring compliance with banking policies. Opportunities for career growth and performance-based incentives are provided. #J-18808-Ljbffr KeyCorp

Vacancy posted 1 day ago
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